Understanding and Using Property Groups

  • Updated

Definition

Property Groups allow the ability to segment your portfolio, and function in two ways.

  1. Limit the permissions and who can manage the Properties and Units in a Property Group.
  2. Limit the notifications of the user depending on the Property Group assignment.

Below is a graphic to demonstrate the Property Group and Property assignment.

definition_graphic_1.png

 

Let's assume the following User and Property Group assignment.

  • Jane Doe - Property Group A, Property Group B
  • Jill Johnson - Property Group B
  • John Smith - Property Group C

Notifications

  • Jane Doe will receive notifications regarding Melds that are associated with properties assigned to Property Group A & B (including Property 1, Property 2, Property 3, and Property 4).  
  • Jill Johnson will receive notifications regarding Melds for only Property Group B (including Property 3 and Property 4).
  • John Smith will receive notifications regarding Melds for only Property Group C (including Property 5 and Property 6).

Permissions

  • Jane Doe will only be able to access properties listed in Property Groups A & B (including Property 1, Property 2, Property 3, and Property 4). 
  • Jill Johnson will only be able to access properties listed in Property Group B (including Property 3 and Property 4).
  • John Smith will only be able to access properties listed in Property Group C (including Property 5 and Property 6).


NOTE:  

You can also limit Vendors and Property Group assignment.  By default, a Vendor is assigned to all Property Groups.

Create a Property Group

To assign a Property to a Property Group, you must first create the Property Group.

Step 1: 

Click Properties, click Property Groups, click New Property Group.

add_1.png

 

Step 2: 

Enter the Property Group name and click CREATE.

add_2.png

 

Assign Users to a Property Group

If you would like specific users to be able to manage certain Properties, you can assign them to as many Property Groups as needed.

Step 1:

Click gear icon, then click User Management.

assign1.png

 

Step 2:

Click gear icon next to the specified User, then click Manage property groups.

assign2.png

 

Step 3:

Using the + and - buttons, assign Property Group(s).  

Property Groups on the left are available to be assigned to the User.

Property Groups on the right are currently assigned to the User.

Click SAVE CHANGES.

NOTE: Once property Groups are created, users will only be able to see information related to the properties in the property groups they're assigned to. This includes properties, units, Melds, tenant ratings, invoices, and expenditures.

assign3.png

 

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